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Ian Lees
Born in Selkirk, Ian has over 30 years’ experience in various roles in the finance industry including at Hambro Life, Scottish Widows and the BMA Services Ltd as an IFA before deciding to open his ...lihat lebih banyakBorn in Selkirk, Ian has over 30 years’ experience in various roles in the finance industry including at Hambro Life, Scottish Widows and the BMA Services Ltd as an IFA before deciding to open his own practice in 1997 to provide sound advice and to help people get their finances in order. Ian enjoys working with people and helping them to build their wealth in the most efficient and effective manner so that they can enjoy their desired lifestyle up to and throughout retirement. After leaving university, Ian was determined to fulfil his dream of becoming a trusted salesman. With complete training from prospecting through technical issues to the end sale, and working hands on in each of these areas of finance, he became a very successful agent in each of the companies he worked. To fulfil his passion, Ian delivers workshops and boardroom seminars in many of these areas to help people better understand their money, how it works, and how to make it work more efficiently, more effectively and the rewards and personal benefits these can bring. Ian is a fee-based Financial Planning Consultant and the Managing Director of LifeSmart® Financial Planning Ltd and Westminster Wills Ltd.lihat lebih sedikit